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Planning Strategies Inc.’s TKO Group TKO Stock Holding History

Planning Strategies Inc.’s Portfolio TKO Stock Details TKO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.41K Buy
+7
New +$1.36K ﹤0.01% 672

Other funds holding TKO

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
BWP
Barlow Wealth Partners Louisville, Kentucky $926M AUM 20.71% 1-Year Est. Return
ADEF
Adams Diversified Equity Fund Baltimore, Maryland $3.27B AUM 45.57% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
NO
Ninety One Cape Town, South Africa $1.85B AUM 62.46% 1-Year Est. Return
NONA
Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return

Planning Strategies Inc.'s TKO Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in TKO Group (TKO) in Q2 2026: 7 shares worth $1.41K. The stake represents ﹤0.01% of the portfolio and ranks #672 among its holdings.

188 funds tracked by Wall St. Rank hold TKO as of Q2 2026.

  • Planning Strategies Inc. held 7 shares of TKO Group worth $1.41K as of Q2 2026.
  • TKO Group was a new Planning Strategies Inc. position in Q2 2026.
  • TKO Group made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #672 holding.
  • 188 funds tracked by Wall St. Rank held TKO Group as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.